Plan Ledger DOL Form 5500 · updated monthly

Agmus Ventures Inc401(k)

AGMUS VENTURES RETIREMENT PLAN · ORLANDO, FL · plan year 2024

Reported admin expense ratio · 2024
0.53%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Agmus Ventures Inc reported $16,402 in plan administrative expenses for 2024: 0.53% of average plan assets, above the peer median. Employer contributions averaged $719 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 4 years on file its reported administrative ratio rose from 0.20% to 0.53%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in Florida (2,830th of 3,644), and 2,689th of 3,091 in educational services. In 2024, employees put in $4.41 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,280,381
Participants with balances118
Active participants102
Employer contributions$73,300
Employee contributions$323,116
Employer contribution per active participant$719
Average account balance$27,800
Benefits paid to participants$347,888
Plan auditUnmodified (clean) audit opinion
AuditorDRIVEN, PSC
Plan history3
Yearassets · accounts · employer contribution
2024$3.3M · 118 accts · $73K emplr
2023$2.9M · 119 accts · $76K emplr
2020$2.5M · 121 accts · $51K emplr
The Agmus Ventures Inc 401(k) match · 2024
Employer contribution per active participant$719
Median for plans this size$1,313
2024$719 per active participant
2023$642 per active participant
2020$469 per active participant

Agmus Ventures Inc's 2024 employer contribution ran below the $1,313 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
EMPOWER ADVISORY GROUP LLC · Investment management$2,762
PENSION ADMINISTRATORS GROUP INC · Contract administrator$616

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$16,402 · 0.53%
2023$11,123 · 0.39%
2020$4,690 · 0.20%
All plans at this employer2
AGMUS VENTURES RETIREMENT PLAN401(k)
ANA G MENDEZ UNIVERSITY INC 401K PLAN401(k)
Same employer
Similar plansEducational Services · Florida
Dayspring Academy FL$3.6M · 0.17%
Academy at the Farm, Inc. FL$3.6M · 0.04%
Indtai Inc FL$3.1M · 0.93%

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Source: U.S. Department of Labor, Form 5500 series, EIN 412096004 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.